Risvana Cybro
6 days ago
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
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:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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|
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Merge Invoices |
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============== |
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This module helps to merge invoices, credit note, debit note and vendor bills by merging them. |
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|
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Configuration |
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============= |
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* No additional configuration is needed. |
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|
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Company |
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------- |
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* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
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|
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License |
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------- |
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Affero General Public License v3.0 (AGPL v3) |
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(https://www.gnu.org/licenses/agpl-3.0-standalone.html) |
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|
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Credits |
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------- |
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* Developers: (V16) Vishnuraj P, |
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(V17) Akhil Ashok, |
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(V18) Aysha Shalin |
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Contact : odoo@cybrosys.com |
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|
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Contacts |
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-------- |
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* Mail Contact : odoo@cybrosys.com |
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* Website : https://cybrosys.com |
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|
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Bug Tracker |
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----------- |
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Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
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|
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Maintainer |
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========== |
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.. image:: https://cybrosys.com/images/logo.png |
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:target: https://cybrosys.com |
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|
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This module is maintained by Cybrosys Technologies. |
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For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
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|
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Further information |
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=================== |
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HTML Description: `<static/description/index.html>`__ |
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# -*- coding: utf-8 -*- |
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############################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Aysha Shalin (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################### |
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from . import models |
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from . import wizard |
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@ -0,0 +1,45 @@ |
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# -*- coding: utf-8 -*- |
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############################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Aysha Shalin (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################### |
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{ |
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'name': 'Merge Invoices', |
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'version': '18.0.1.0.0', |
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'category': 'Accounting', |
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'summary': """Merge different Account moves.""", |
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'description': """This module allows users to merge customer invoices, |
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credit notes, debit notes, and vendor bills into a single document. All |
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details from the merged documents are kept in the final one.""", |
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'author': 'Cybrosys Techno Solutions', |
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'company': 'Cybrosys Techno Solutions', |
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'maintainer': 'Cybrosys Techno Solutions', |
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'website': "https://www.cybrosys.com", |
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'depends': ['account'], |
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'data': [ |
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'security/ir.model.access.csv', |
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'data/ir_actions_server_data.xml', |
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'wizard/merge_invoice_views.xml', |
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], |
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'images': ['static/description/banner.jpg'], |
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'license': 'AGPL-3', |
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'installable': True, |
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'auto_install': False, |
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'application': False |
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} |
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<?xml version="1.0" encoding="utf-8"?> |
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<odoo> |
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<data noupdate="1"> |
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<!-- Record for Adding menu merge in action menu in list view --> |
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<record id="action_merge_invoice" model="ir.actions.server"> |
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<field name="name">Merge Invoices/Bills</field> |
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<field name="model_id" ref="account.model_account_move"/> |
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<field name="binding_model_id" ref="account.model_account_move"/> |
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<field name="binding_view_types">list</field> |
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<field name="state">code</field> |
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<field name="code"> |
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action = records.action_merge_invoice() |
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</field> |
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</record> |
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</data> |
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</odoo> |
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## Module <invoice_merging> |
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|
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#### 22.05.2025 |
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#### Version 18.0.1.0.0 |
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##### ADD |
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- Initial Commit for Merge Invoices |
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# -*- coding: utf-8 -*- |
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############################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Aysha Shalin (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
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# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################### |
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from . import account_move |
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# -*- coding: utf-8 -*- |
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############################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
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# |
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# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
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# Author: Aysha Shalin (odoo@cybrosys.com) |
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# |
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# You can modify it under the terms of the GNU AFFERO |
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
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# |
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# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
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# |
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
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# If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################### |
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from odoo import api, fields, models, _ |
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|
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|
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class AccountMove(models.Model): |
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""" |
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Inherit AccountMove class for add merge invoice action function, |
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Method: action_merge_invoice(self): |
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Create new wizard with selected records |
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""" |
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_inherit = "account.move" |
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|
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@api.model |
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def name_search(self, name='', args=None, operator='ilike', limit=100): |
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"""Displays partner name along with invoice name for merging purpose""" |
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args = args or [] |
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res = super().name_search(name, args, operator, limit) |
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|
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if self.env.context.get('display_invoice_with_partner'): |
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records = self.browse([r[0] for r in res]) |
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return [ |
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( |
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rec.id, |
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f"{rec.name or ('Draft' if rec.state == 'draft' else '')} - " |
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f"{rec.partner_id.display_name or ''}" |
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) |
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for rec in records |
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] |
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return res |
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|
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def action_merge_invoice(self): |
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""" Method to create invoice merge wizard """ |
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merge_invoice = self.env['merge.invoice'].create({ |
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'invoice_ids': [fields.Command.set(self.ids)], |
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}) |
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return { |
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'name': _('Merge Invoices'), |
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'type': 'ir.actions.act_window', |
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'res_model': 'merge.invoice', |
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'view_mode': 'form', |
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'res_id': merge_invoice.id, |
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'target': 'new' |
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} |
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@ -0,0 +1,22 @@ |
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# -*- coding: utf-8 -*- |
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############################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Aysha Shalin (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
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############################################################################### |
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from . import merge_invoice |
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@ -0,0 +1,96 @@ |
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# -*- coding: utf-8 -*- |
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############################################################################### |
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# |
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# Cybrosys Technologies Pvt. Ltd. |
|||
# |
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# Copyright (C) 2025-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Aysha Shalin (odoo@cybrosys.com) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
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############################################################################### |
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from odoo import fields, models, _ |
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from odoo.exceptions import AccessError |
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|
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|
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class MergeInvoice(models.TransientModel): |
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""" |
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Main method to merge selected invoices |
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- If user select merge to existing then the selected invoices will be |
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merged to the selected record |
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- If no invoice is selected, then a new record will be created with the |
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existing picking lines |
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""" |
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_name = "merge.invoice" |
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_description = "Invoice Merge" |
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|
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invoice_ids = fields.Many2many('account.move', |
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string="Selected Invoices", |
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help="Selected invoices to merge") |
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partner_id = fields.Many2one('res.partner', string="Customer", |
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help="The new invoice will be created" |
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" for selected partner") |
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|
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target_invoice_id = fields.Many2one( |
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'account.move', |
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string="Merge to existing", |
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context={'display_invoice_with_partner': True}, |
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help="Select an invoice if you want to merge other invoices to selected " |
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"one, otherwise leave it empty" |
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) |
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|
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merge_type = fields.Selection( |
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[('cancel', 'Cancel Others'), ('keep', 'Keep Others')], |
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string="Merge type", default="cancel", |
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help="Select the merge type to decide what to do with other invoices") |
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|
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def action_merge_invoice(self): |
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"""Method for merge invoices""" |
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# Checking for is there any exceptions |
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if len(list(set(self.invoice_ids))) == 1: |
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raise AccessError( |
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_("Merging is not possible on single Invoice or Bill")) |
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if any(state in ['posted', 'cancel'] for state in |
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self.invoice_ids.mapped('state')): |
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raise AccessError(_("Merging is only possible on draft state " |
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"Invoices or Bills")) |
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if len(list(set(self.invoice_ids.mapped('move_type')))) > 1: |
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raise AccessError(_("Merging is only possible for different type " |
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"moves, so please select the same type.")) |
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# If there is no exceptions continue with the merging |
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invoices = self.invoice_ids |
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invoice_lines = [] |
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pay_reference = [] |
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if self.target_invoice_id: |
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target_invoice = self.target_invoice_id |
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invoices -= self.target_invoice_id |
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pay_reference.append(target_invoice.name if |
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target_invoice.name != False else |
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f"Draft {str(target_invoice.id)}") |
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else: |
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target_invoice = self.env['account.move'].with_context( |
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check_move_validity=False).create( |
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{'partner_id': self.partner_id.id}) |
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for record in invoices: |
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for line in record.line_ids: |
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if line.display_type not in ["payment_term", "tax"]: |
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invoice_lines += line.with_context( |
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check_move_validity=False).copy( |
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{'move_id': target_invoice.id}) |
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pay_reference.append(record.name if |
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record.name != False else |
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f"Draft {str(record.id)}") |
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if self.merge_type == "cancel": |
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record.button_cancel() |
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target_invoice.write( |
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{'payment_reference': f"Merged ({(', '.join(pay_reference))})"}) |
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@ -0,0 +1,41 @@ |
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<?xml version="1.0" encoding="utf-8" ?> |
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<odoo> |
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<!-- Form view for merge invoice wizard --> |
|||
<record id="merge_invoice_view_form" model="ir.ui.view"> |
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<field name="name">merge.invoice.view.form</field> |
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<field name="model">merge.invoice</field> |
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<field name="arch" type="xml"> |
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<form string="Merge Invoice"> |
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<sheet> |
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<field name="invoice_ids"> |
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<list> |
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<field name="name"/> |
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<field name="invoice_partner_display_name"/> |
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<field name="invoice_date"/> |
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<field name="invoice_date_due"/> |
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<field name="invoice_origin"/> |
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<field name="invoice_user_id"/> |
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<field name="amount_untaxed_signed"/> |
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<field name="amount_total_signed"/> |
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</list> |
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</field> |
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<group string="MERGE TO"> |
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<field name="target_invoice_id" |
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domain="[('id', 'in', invoice_ids)]" |
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context="{'display_invoice_with_partner': 1}" |
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invisible="partner_id != False"/> |
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<field name="partner_id" invisible="target_invoice_id != False"/> |
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<field name="merge_type" widget="radio"/> |
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</group> |
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<footer> |
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<button name="action_merge_invoice" string="Merge" |
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type="object" |
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class="btn-primary"/> |
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<button string="Cancel" class="btn-secondary" |
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special="cancel"/> |
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</footer> |
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</sheet> |
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</form> |
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</field> |
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</record> |
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</odoo> |
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